Tag Archives: Patricia Foster

Make sure your financial adviser’s credential is a credible one (access required)

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Investors are understandably confused by the dazzling array of credentials financial professionals use to differentiate themselves when marketing their services. As the number of individuals who provide financial planning advice has increased over the years, the Certified Financial Planner (CFP®) ...

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Things clients should consider before investing with a robo-adviser (access required)

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One of the trends that has transformed the financial services marketplace in recent decades is the increased complexity of financial products and services. Innovative technologies have resulted in a proliferation of new products designed to hedge market risk. As we ...

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Navigating the Financial Markets: Part I (access required)

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Falling equity markets. Rising interest rates. Geopolitical forces. These and other factors contributed to the substantial volatility in our domestic financial markets as 2018 came to a close. Navigating the markets in the year ahead may be equally, if not ...

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Mutual fund fundamentals: Part 2 (access required)

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Mutual funds continue to be a popular investment option for retail investors. At year-end 2017, retail investors owned 90 percent of the 18.7 trillion U.S. mutual fund assets, with the remaining 10 percent owned by institutional investors. Mutual funds appeal ...

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